Designing Estate Plans to Withstand Challenges

Date: Tuesday, January 23, 2018
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

Most estate plans are implemented without impediment. Depending, however, on the client's age and virility,

family dynamics, the nature and value of assets to be disposed of and other factors, estate settlement may be

arduous, contentious and expensive. Where difficulties are anticipated, provisions may be included in wills and trust

instruments to prevent or dissuade frivolous or vengeful attacks on the plan. We will explore the following specifics:

• Marital and cohabitation agreements

Mediation and arbitration provisions

Drafting and enforcing no contest clauses

Limitations on disclosure of information to beneficiaries

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